artificial intelligence
From $18.7 billion to $3.4 trillion in 15 years. That is 41.3% CAGR. For fifteen consecutive years. No company in history has done it. Maybe Alexander the Great, if he remembered to incorporate. I must be missing something. Maybe you can tell me
artificial intelligence
I gave Gemini a URL it never read, a bait it never caught, and a paper about its own failure. It responded to all three with enthusiasm. This is the live recording.
artificial intelligence
The queue is becoming rather crowded with companies that have, by conventional measures, better financials and much simpler structures. Yes, you hear me all right. I am saying OpenAI's structure is simpler.
artificial intelligence
SpaceX's S-1 is public. The valuation is high. The audit is gone. The disclosure window just got longer. The party has begun. Read the footnotes.
artificial intelligence
The champagne is already in someone's hand. They're just waiting for the pop. The only question is: whose hand is it, and are you the one holding the door?
tech
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
artificial intelligence
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
artificial intelligence
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are and what they utter. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
tech
The valley is about to see more layoffs. Not because people are not working hard enough. Because the math changed.
artificial intelligence
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
tech
Everyone has an explanation for what’s happening to Tesla. Most of them are incomplete.
tech
A reflection on enterprise AI adoption, risk ownership, and decision paralysis under accelerating technological change